Stale Close Date - Warning

Overview

This skill presents a warning message when the close date is before the current pricing date. The message can be customized and the guidance is meant to coach when action is needed to keep the pipeline fresh. This article will cover configuring and testing the skill, and viewing and enabling it in PrecisionLender.

 

In This Article

 

Configuring and Testing the Skill

Before enabling the skill for the targeted audience, you first need to ensure that the skill is working properly by testing it. To do this, navigate to the skill details page to configure and enable the skill for your Development audience:

  • Select Development under the Audiences section.
  • In the Version dropdown menu, select the version of the skill that you want to test. This will display the skill configurations.
  • In the General Configuration section on the skill details page, enter the following information to configure the skill:

General Configuration

  • Email Notification on Save? - If selected, will send a notification email to the configured addresses below when the opportunity is saved with a spread below the minimum threshold. If you'd prefer the notifications collected and delivered on a Cadence, there's a separate gallery skill called "Portfolio Notifications" that can capture these and do that.
  • Email Notification - To Addresses - If you select notifications upon user save above, please provide a comma-separated list of to: addresses.
  • Email Notification - CC Addresses - If you select notifications upon user save above, you have the option of providing a comma-separated list of cc: addresses.
  • Send to Opportunity Owner - If enabled, also sends the email to the opportunity owner.
  • Tag Message Override - Summary tag message that is shown by Andi. You can also override it.

Select Enable Changes to enable the skill for the Development audience. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Development audience.

 

Viewing the Skill in PrecisionLender

Highlights and shows the projected close date being before the pricing date

When viewing the opportunity, if the Projected Close Date is before the Pricing Date, Andi® will show the Stale Close Date warning message in the Here are some concerns section.

Note

The opportunity owner will be responsible for updating the close date.

 

Enabling the Skill

After you've viewed and tested the skill, you are ready to enable the skill for the targeted Audience.

  • Navigate back to the skill details page for the skill you were testing.
  • In the Audiences section, select the targeted audience for this skill and choose the version of the skill you're enabling. When the latest skill version is published by the skill owner, it will automatically be available for selection in the list.
  • Open the configuration and select Copy Config From… to copy all of your configuration settings from the Development audience.
  • Select Enable Changes to enable the skill for the targeted audience.

Note

After enabling the skill for the targeted audience, we recommend disabling it for the Development audience.

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